Aim Inc. Blog: 4_2017

View the latest blog posts from Aim Inc..

Q&A: Is my Social Security income taxable? Q: I am age 71. I started receiving Social Security benefits four months prior to age 66. My wife started at age 65. I have worked up until June 15, 2015. My CPA said I had to pay income tax on my Social Security benefit because my income exceeded a certain figure. READ MORE >>

Q&A: Does $0 income later mean I should take Social Security early? Changes are coming to Social Security . Here's what you need to know Q: I retired at age 55. I also know that my Social Security earnings statement assumes that I’ll work until full retirement age. READ MORE >>

The pension-style retirement product you should know about Chances are you’re like most Americans and, regardless of your age, you aren’t saving enough for retirement, if you’re actually saving anything at all. Nearly 40 million U.S. READ MORE >>

How to save for retirement when politicians keep making it harder retirement savers, beware. The government seemingly has designs on making it harder for you to save for retirement. In recent weeks, for instance, President Donald Trump signed a resolution eliminating an Obama-era regulation that allows states to create retirement accounts for low-income workers. READ MORE >>

3 retirement Rules Everyone Should Follow -- at Any Age The more you think about and plan for your retirement, the better it's likely to be. And since it can be 20 or 30 years of your life or more, it's well worth it. READ MORE >>

A Strategy to Maximize Social Security Benefits A look at how some couples can still use the ‘file and suspend’ strategy and other issues Planning for retirement can be a daunting process that raises a host of questions. So we introduce Ask Encore as a regular feature in the Wealth Management and the Investing in Funds & ETFs reports. READ MORE >>

Retirement planning course corrections to consider It’s no secret that millions of Americans are approaching their Retirement years with meager savings and high anxiety about their financial security. And a recent study from Merrill Lynch and Age Wave reveals steps that Americans are willing to take to get their retirement back on track. READ MORE >>

A Simple Way to Get Guaranteed Income in retirement People crave guaranteed income in retirement, but they cringe at the mention of the word "annuity." That disconnect can make it tough to ensure a steady flow of dollars in later life. One answer: Go with an annuity, but keep it simple. READ MORE >>

SOCIAL SECURITY MAXIMIZATION According to the SOCIAL SECURITY Administration, over 59 million Americans will receive SOCIAL SECURITY benefits in 2017. This will increase in the coming years. If you are one of the many individuals who will be eligible for Social Security soon, the following are just a few of the steps that you can take to maximize your benefits. READ MORE >>

What's the Maximum SOCIAL SECURITY Benefit in 2017? Q. What is the maximum benefit you can get from SOCIAL SECURITY this year? And how hard is it to qualify for that amount? A. To answer your second question first, qualifying for the maximum SOCIAL SECURITY benefit is very difficult—it's the equivalent of winning a benefits Powerball. READ MORE >>